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Premier Ethical A Inc

Ranked 11 out of 265 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Chris Wright

Guildford-based Chris Wright is currently a Senior Investment Manager at Premier Asset Management. Chris adopts a pragmatic approach to his portfolio in terms of market cycles and currently manages two funds which invest primarily in European-based equities. Chris first began his career as a Trainee Analyst for NPI, before becoming a UK Equity Manager for BAPF in March 1986. Since then, Chris has held a number of sales roles with various companies before assuming his current position in September 2008. Chris was educated in Manchester, where he studied Management Sciences.

Objective

To achieve capital growth over the long term. The Fund’s investment policy is to invest in companies which meet defined ethical criteria predominately in the UK, although the ACD may invest internationally when appropriate. The Premier Ethical Fund has an independent Committee of Reference, which meets regularly to discuss research on topical issues relating to the ethical criteria. The Premier Ethical Fund may also invest in companies quoted on the Alternative Investment Market in the UK and on similar stock markets overseas.

Performance

UK (All Companies) over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 5.2% 4.8% -3.5% 4.0%
2013 36.7% 11.7% 2.3% 7.6% 11.1%
2012 23.9% 12.4% -5.6% 8.1% 8.0%
2011 -6.4% 0.3% 2.3% -13.9% 6.0%
2010 10.9% 3.4% -7.5% 10.8% 4.7%
2009 20.8% -9.3% 9.3% 19.5% 2.1%
2008 -27.5% -9.0% -4.3% -7.5% -10.1%
2007 0.7% 3.7% 1.0% -4.1% 0.2%
2006 18.7% 7.2% -2.1% 4.9% 7.9%
2005 17.5% 1.6% 3.4% 6.3% 5.2%
2004 14.1% 2.7% 2.3% 1.4% 7.1%
2003 19.5% -8.0% 16.9% 4.5% 6.3%
2002 -25.6% 0.1% -13.0% -17.5% 3.5%
2001 -15.1% -9.5% 0.6% -18.8% 14.8%
2000 -4.1% -0.1% -4.0% 3.9% -3.7%
1999 30.7% 10.2% 2.1% -1.6% 18.0%
1998 0.9% 15.2% -0.1% -17.4% 6.1%
1997 9.4% 4.8% -3.4% 5.5% 2.4%
1996 21.3% 10.0% 9.0% 0.2% 1.0%
1995 8.1% 3.1% 4.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2014

Top 10 Holdings

Stock Size
Capita PLC ORD 4.93
Prudential PLC ORD 4.84
HSBC Holdings PLC ORD 4.24
BG Group PLC ORD 4.23
Micro Focus International PLC ORD 3.99
ITV PLC ORD 3.27
GBP Cash 3.22
AstraZeneca PLC ORD 3.16
BT Group PLC ORD 3.07
Next PLC ORD 3.03
31/07/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/07/1986
  • Share Class size48Mn
  • Base currencyGBP
  • ISIN GB0004072699

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment500

Charges

  • Annual management1.5%
  • Initial investment4

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).